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Daniel Degrassi Email & Phone Number
Financial Adviser and Partner
at
My Financial Mentors
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✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Adviser and Partner
Location
Sydney, New South Wales, Australia
Company size
Who is Daniel Degrassi? Overview
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Quick answer
Daniel Degrassi is listed as Financial Adviser and Partner at My Financial Mentors, a with 18 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Degrassi.
Daniel Degrassi previously worked as National Practice Manager at Madison Financial Group and Strategic Growth Manager at Centric. Daniel Degrassi holds Bachelor’S Degree, Commerce - Finance And Economics from University Of Sydney.
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My Financial Mentors
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Profile bio
About Daniel Degrassi
With 20 years experience in Financial Services, I specialise in helping Licensees, Institutions and Financial Planning Practices build successful, sustainable and valuable business that are compliant, efficient and effective to navigate the ever changing regulatory environment.With a passion for making advice accessible for all Australians, I thrive on helping businesses solve their problems and grow. My extensive experience and in depth knowledge of advice enables me to develop strategic, results orientated plans and processes to enable change and transform businesses.
Listed skills include Investments, Wealth Management, Financial Services, Superannuation, and 14 others.
Current workplace
Daniel Degrassi's current company
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My Financial Mentors
11 roles
Daniel Degrassi work experience
A career timeline built from the work history available for this profile.
National Practice Manager
Current
Mar 2023 - Present
Strategic Growth Manager
Centric is a secure, easy to use and engaging digital platform that allows Financial Advisers to implement a range of portfolio solutions on behalf of their clients.
Oct 2020 - Oct 2022
Practice Development Manager - Financial Wisdom And Pathways
We help our advisers empower people with knowledge and impart financial wisdom to help make Australia wise. It’s both a challenge and an opportunity. But most of all, it’s a responsibility. It’s our advisers who deliver this vital guidance. So we do everything in our power to ensure our network of financial advice businesses thrives as they assist everyday Australians on their financial journey.
Mar 2015 - Sep 2020
Practice Manager - Securitor And Licensee Select
Securitor partners with financial planning practices to create great outcomes for business owners and their clients. The Practice Development team work with owners to ensure they are building a valuable and saleable asset, practice managers to develop efficient and compliant processes and advisers to ensure they are technically competent and providing great service to their clients.
Jul 2012 - Mar 2015
Business Analyst - Life Insurance
Feb 2011 - Jul 2012
Sales Support Campaign Manager
Apr 2010 - Feb 2011
Tutor/Researcher
Mar 2009 - Mar 2010
Turnkey Project Manager
TurnKey runs consulting projects with financial advisers to help them consolidate their clients onto the MLC Investment, Superannuation and Life Insurance platforms, improve practice management and ensure maximum profit while improving service to their clients.
Sep 2007 - Mar 2009
Lead Generation Analyst
Mlc
Lead Generation was a new team being launched by MLC where relationship managers run marketing campaigns with financial advisers to aid them in generating cross sell opportunities with their existing clients.
Sep 2006 - May 2007
Graduate Program
Mlc
Feb 2003 - Jun 2005
4 education records
Daniel Degrassi education
Bachelor’S Degree, Commerce - Finance And Economics
Advanced Diploma Of Financial Planning
Diploma Of Financial Services, Financial Planning
Ethics & Professionalism For Financial Advice
FAQ
Frequently asked questions about Daniel Degrassi
Quick answers generated from the profile data available on this page.
What company does Daniel Degrassi work for?
Daniel Degrassi works for My Financial Mentors.
What is Daniel Degrassi's role at My Financial Mentors?
Daniel Degrassi is listed as Financial Adviser and Partner at My Financial Mentors.
Where is Daniel Degrassi based?
Daniel Degrassi is based in Sydney, New South Wales, Australia while working with My Financial Mentors.
What companies has Daniel Degrassi worked for?
Daniel Degrassi has worked for My Financial Mentors, Madison Financial Group, Centric, Commonwealth Bank, and Bt.
Who are Daniel Degrassi's colleagues at My Financial Mentors?
Daniel Degrassi's colleagues at My Financial Mentors include Jessica Clair and Tony B.
How can I contact Daniel Degrassi?
You can use AeroLeads to view verified contact signals for Daniel Degrassi at My Financial Mentors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Degrassi attend?
Daniel Degrassi holds Bachelor’S Degree, Commerce - Finance And Economics from University Of Sydney.
What skills is Daniel Degrassi known for?
Daniel Degrassi is listed with skills including Investments, Wealth Management, Financial Services, Superannuation, Financial Advisory, Wealth, Retirement Planning, and Management.
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